Company Profile

Since its inception in 1996, Capital Enhancement LLC has been providing personalized tax and investment advice, financial planning, tax preparation, and family office services to high net worth individuals and their families. More about our founder...

Capital Enhancement's highly experienced professionals understand the needs of high net worth individuals. Convenienty located at 25 Independence Boulevard in Warren, New Jersey, we provide fee-only, conflict-free, confidential advice at a reasonable cost, and a personal CFO assists each client with all aspects of his or her financial affairs.

Our Managing Director, Steve Calvelli, has more than 30 years of tax and financial planning experience and joined Capital Enhancement in July 2008. More about Steve Calvelli...

Our Director & Wealth Manager, Robert O'Brien, has been a financial planner for more than 20 years and joined Capital Enhancement in January 2010. More about Robert O'Brien...